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May 14
South Korean (KOSPI) Consumer Discretionary Sector Analysis
UpdatedMay 19, 2024
DataAggregated Company Financials
Companies345
- 7D-0.2%
- 3M-3.1%
- 1Y2.6%
- YTD6.1%
In the last week, Consumer Discretionary has been flat. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 13% annually.
Sector Valuation and Performance
Has the South Korean Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 May 2024 | ₩230.0t | ₩654.5t | ₩32.1t | 9.3x | 7.2x | 0.4x |
| Tue, 16 Apr 2024 | ₩227.9t | ₩650.7t | ₩32.1t | 8.9x | 7.1x | 0.4x |
| Thu, 14 Mar 2024 | ₩237.5t | ₩650.0t | ₩30.9t | 8.7x | 7.7x | 0.4x |
| Sat, 10 Feb 2024 | ₩233.8t | ₩647.2t | ₩29.8t | 8.5x | 7.9x | 0.4x |
| Mon, 08 Jan 2024 | ₩206.6t | ₩648.1t | ₩29.5t | 9x | 7x | 0.3x |
| Wed, 06 Dec 2023 | ₩204.0t | ₩648.0t | ₩30.2t | 8.9x | 6.7x | 0.3x |
| Fri, 03 Nov 2023 | ₩195.1t | ₩646.4t | ₩28.2t | 8.5x | 6.9x | 0.3x |
| Sun, 01 Oct 2023 | ₩208.9t | ₩643.6t | ₩25.4t | 8.8x | 8.2x | 0.3x |
| Tue, 29 Aug 2023 | ₩205.8t | ₩643.0t | ₩26.0t | 9x | 7.9x | 0.3x |
| Thu, 27 Jul 2023 | ₩207.8t | ₩625.6t | ₩24.3t | 8.5x | 8.6x | 0.3x |
| Sat, 24 Jun 2023 | ₩214.5t | ₩625.8t | ₩24.6t | 9.3x | 8.7x | 0.3x |
| Mon, 22 May 2023 | ₩227.1t | ₩622.3t | ₩24.3t | 10.7x | 9.4x | 0.4x |
| Wed, 19 Apr 2023 | ₩219.0t | ₩602.1t | ₩21.9t | 10.6x | 10x | 0.4x |
| Fri, 17 Mar 2023 | ₩205.6t | ₩594.6t | ₩23.8t | 8.9x | 8.7x | 0.3x |
| Sun, 12 Feb 2023 | ₩208.9t | ₩576.0t | ₩20.7t | 9.3x | 10.1x | 0.4x |
| Tue, 10 Jan 2023 | ₩196.7t | ₩576.1t | ₩20.7t | 9x | 9.5x | 0.3x |
| Thu, 08 Dec 2022 | ₩197.0t | ₩575.9t | ₩20.9t | 9.1x | 9.4x | 0.3x |
| Sat, 05 Nov 2022 | ₩189.0t | ₩553.2t | ₩21.3t | 9.4x | 8.9x | 0.3x |
| Mon, 03 Oct 2022 | ₩193.6t | ₩543.2t | ₩21.2t | 8.9x | 9.1x | 0.4x |
| Wed, 31 Aug 2022 | ₩219.0t | ₩541.5t | ₩21.4t | 10.9x | 10.2x | 0.4x |
| Fri, 29 Jul 2022 | ₩216.9t | ₩519.8t | ₩20.0t | 11.1x | 10.9x | 0.4x |
| Sun, 26 Jun 2022 | ₩201.7t | ₩519.7t | ₩19.9t | 10.5x | 10.1x | 0.4x |
| Tue, 24 May 2022 | ₩226.2t | ₩515.9t | ₩20.2t | 11.9x | 11.2x | 0.4x |
| Thu, 21 Apr 2022 | ₩233.1t | ₩502.2t | ₩19.9t | 13.2x | 11.7x | 0.5x |
| Sat, 19 Mar 2022 | ₩226.5t | ₩501.0t | ₩19.1t | 12.9x | 11.9x | 0.5x |
| Mon, 14 Feb 2022 | ₩235.2t | ₩443.2t | ₩17.1t | 12.5x | 13.7x | 0.5x |
| Wed, 12 Jan 2022 | ₩249.0t | ₩497.9t | ₩18.8t | 12.7x | 13.3x | 0.5x |
| Fri, 10 Dec 2021 | ₩249.9t | ₩497.9t | ₩19.4t | 12.9x | 12.9x | 0.5x |
| Sun, 07 Nov 2021 | ₩268.2t | ₩490.1t | ₩16.3t | 14.8x | 16.5x | 0.5x |
| Tue, 05 Oct 2021 | ₩258.6t | ₩496.3t | ₩16.6t | 14.1x | 15.6x | 0.5x |
| Thu, 02 Sep 2021 | ₩276.4t | ₩503.3t | ₩16.8t | 15.6x | 16.5x | 0.5x |
| Sat, 31 Jul 2021 | ₩275.2t | ₩503.3t | ₩16.8t | 15.9x | 16.4x | 0.5x |
Price to Earnings Ratio
29.8x
Current Industry PE
- Investors are pessimistic on the South Korean Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 7.2x which is lower than its 3-year average PE of 11.0x.
- The industry is trading close to its 3-year average PS ratio of 0.41x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 51% per year over the last three years.
- Revenues for these companies have grown 12% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the South Korean Consumer Discretionary sector?
| KR Market | -0.34% | |
| Consumer Discretionary | -0.21% | |
| Retail Distributors | 6.87% | |
| Consumer Services | 1.49% | |
| Consumer Durables | 0.74% | |
| Online Retail and Ecommerce | 0% | |
| Auto | -0.031% | |
| Luxury | -0.59% | |
| Auto Components | -0.83% | |
| Hospitality | -1.07% | |
| Leisure | -1.36% | |
| Specialty Stores | -1.48% | |
| General Merchandise and Department Stores | -1.69% | |
Industry PE
- Investors are most optimistic about the Leisure industry even though it's trading below its 3-year average PE ratio of 622x.
- Analysts are expecting annual earnings growth of 11.9%, which is higher than its past year's earnings decline of 30.1% per year.
- Investors are most pessimistic about the Auto industry, which is trading below its 3-year average of 7.3x.
Forecasted Growth
- Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 48% over the next 5 years.
- However this is lower than its past earnings growth rate of 269% per year.
- In contrast, the Auto industry is expected to see its earnings grow by 4.6% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A005380 Hyundai Motor | ₩244.00k | 1.0% +₩564.4b | 18.7% | PE5x | |
| A257720 SILICON2 | ₩29.55k | 12.6% +₩199.3b | 530.7% | PE31.2x | |
| A161390 Hankook Tire & Technology | ₩44.20k | 2.8% +₩146.4b | 19.9% | PE7.5x | |
| A005850 SL | ₩35.50k | 8.1% +₩122.0b | -4.3% | PE4.9x | |
| A021240 COWAY | ₩61.20k | 2.5% +₩108.8b | 24.6% | PE9.4x |
